Financial Aid Advisor

Financial Aid · Colton, California
Department Financial Aid
Employment Type Staff-FT
Minimum Experience Mid-level

Position Description:


Under the direction of the Director of Financial Aid, advises students and parents regarding the financial aid process and provides information on available programs, procedures and eligibility.


The following statements are intended to broadly describe the general duties, functions, and responsibilities characteristic of this position.  It should not be viewed as an exhaustive list and may change depending on the needs of CUSM.

Essential Functions

·       Evaluates students' financial aid requests and makes award adjustments and

        recalculations on less complex financial aid issues.

·       Evaluates student academic progress relative to university policy.

·       Reviews and adjudicates academic progress appeals.

·       Provides advice and counsel about available financial aid opportunities, eligibility

        requirements and the application process to students and parents.

·       Analyzes and evaluates financial aid eligibility for students.

·       Exercises professional judgment to determine if adjustments should be made.

·       Makes award adjustments and recalculations on less complex cases, as appropriate.

·       Presides over the collection, management and reporting of data in accordance with

        the objectives of the position.

·       Conducts student orientations, entrance and exit interviews in accordance with

        federal, university and agency guidelines.

·       Reviews loan related financial documents for accuracy and provides signature


·       Responds to inquiries by researching and resolving problems related to transactions

        handled by the department.

·       Serves as liaison with other university departments in the resolution of day-to-day

        administrative or operational issues.

·       Provides crisis intervention referrals, as appropriate.

·       Coordinates one or more specific administrative programs or service areas

        as assigned.

·       Participates in the review and adjudication of appeals for scholarships and

        academic progress.

·       Performs miscellaneous job-related duties as assigned.

·       Communicate with student via telephone, email, and Teams with any

        Financial Aid inquiry.

·       Presentation and workshop geared toward Medical Education.

·       Produce and send out all scholarship and Financial Aid Award Notification

·       Bringing in ISIRs through Ed Connect and process from Filezilla onto

        Empower for processing.

·       Clear ISIR duplicate information for students.

·       Compile and collect all verification and C-Flag Document needed for clearance.

·       Able to respond to questions and direct students to the correct respective offices

        for further assistance.

·       Able to assist with all Financial Aid Audits.

·       Verification that students have completed all Entrance Counseling, Exit Counseling,

         and Master Promissory Note.

·       Ability to use Microsoft Office, Microsoft TEAMS, Filezilla, COD, NSLDS,


·       Other duties as may be assigned.


Qualifications / Minimum Requirement:

Skills, Knowledge, and Abilities

·       Strong interpersonal and communication skills and the ability to work effectively

         with a wide range of constituencies in a diverse community.

·       Skill in the use of personal computers and related software applications.

·       Ability to communicate effectively, both orally and in writing.

·       Knowledge of customer service standards and procedures.

·       Ability to analyze and solve problems.

·       Ability to present educational programs, workshops and/or orientations.

·       Interviewing skills.

·       Ability to make evaluative judgments.

·       Knowledge of federal and state laws, regulations, and policies pertaining

        to the provision of student financial aid.

·       Knowledge of financial aid policies, procedures, and eligibility requirements.

Experience and Education

·       High school diploma or GED; at least 3 years of experience directly related

        to the duties and responsibilities specified.

·       Completed degree(s) from an accredited institution that are above the minimum

        education requirement may be substituted for experience on a year for year basis.

·       Familiar with financial aid regulations preferred but not required.

·       Familiar with traditional semester based financial aid calendar.

Environmental Conditions:

General office environment.


Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is required to use hands to fingers, reach, climb stairs, walk, sit for long periods of time, talk and hear. The employee must occasionally lift and/or move up to 25 pounds.

Diversity and Equal Employment Opportunity Policy Statement:

California University of Science and Medicine (CUSM) supports the principles of equal opportunity, inclusion and diversity in employment and education. The University seeks to ensure that no person will encounter discrimination in employment or education on the basis of age, skin color, ability status, biological sex, gender identity, gender expression, national origin, immigration status, race, ethnicity, religion, sexual identity, or Veteran's status. This policy is applicable to both the employment practices and administration of programs and activities within the University. It is the policy of the University that no person shall be excluded from the participation in, be denied the benefits of, or in any way be subject to discrimination in any program or activity at the University. Further, CUSM is committed to being an antiracist institution that continuously works to end oppression in all forms.  Therefore, CUSM actively maintains institutional structures and learning opportunities to prevent incidents of bias or discrimination, and to address them with individual and collective accountability should they occur.

Accessibility for Applicants Who Require Accommodation

CUSM strives to make our application and hiring process accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance with the process, please contact us as follows:



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  • Location
    Colton, California
  • Department
    Financial Aid
  • Employment Type
  • Minimum Experience